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In Memory: Honoring the 20th Anniversary of 9/11 and the Resiliency of the American Economy

As September 11, 2021, marked the 20th anniversary of 9/11, BlueSky CEO and Founder David L. Blain, CFA, presents a special message in honor of the thousands of Americans lost that day, the brave men and women who have worked tirelessly to preserve our freedom since, and the resiliency of the American people and our economy.

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6 Things to Consider When Investing in Private Real Estate

In this day and age of investing, it can be beneficial to one’s overall investment strategy to have exposure to alternative markets. Studies have shown that holding private real estate in conjunction with a more traditional portfolio of stocks, bonds, and REITs can be more optimal from a risk and return standpoint than having just private real estate or just REITs.

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2021 Financial Forecast Series | Rising Interest Rates | Episode 7

In the 7th episode of the 2021 Financial Forecast Series, BlueSky CEO David L. Blain, CFA, evaluates rising interest rates and the impact on your portfolio. While delving into historical rates and the fluctuating markets that set the trend, David affirms the stable influence of bonds in a well-balanced portfolio.

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SECURE Act Shifts the Focus of Tax Planning a Generation Ahead

With fewer and fewer workers covered by a defined benefit retirement plan (pension), more Americans today depend on 401(k)s and other defined-contribution plans to supply retirement income. Through disciplined and tax-incentivized savings throughout their career, many workers will have their 401(k)/IRA as their largest financial asset by the end of their career.

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2021 Financial Forecast Series | Estate Planning | Episode 6

It has become an American tradition to pass on accumulated wealth to subsequent generations. Whether it be family real estate or a sizeable stock portfolio, it is only natural for parents to want to leave something to their children. Proposed policy changes under the new administration may severely alter how we continue this practice. In this episode of the 2021 Financial Forecast Series, David L. Blain, CFA, outlines the proposed policy changes to estate planning while highlighting the strategies for the wealth of this generation and future beneficiaries.

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